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PLAN FUNDS

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.

The table shows all the available investment options in the plan.

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Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Principal LifeTime 2030 Fund R-1 Class	PXASX	C	U.S. All Cap	10	0.91%
Principal LargeCap S&P 500 Index Fund R-1 Class	PLPIX	C	U.S. Large Cap	15	1.03%
Principal SmallCap Fund R-1 Class	PSABX	B+	U.S. Small Cap	21	1.64%
Principal LifeTime 2020 Fund R-1 Class	PWASX	C	U.S. All Cap	7	0.91%
U.S. Equities - Growth
Principal MidCap Growth Fund R-1 Class	PMSGX	D-	U.S. Mid Cap - Growth	25	1.56%
U.S. Equities - Value
Principal MidCap Value Fund I R-1 Class	PLASX	C++	U.S. Mid Cap - Value	18	1.84%
Principal SmallCap S&P 600 Index Fund R-1 Class	PSAPX	C++	U.S. Small Cap - Value	23	1.04%
Global & Intl. Equity
Principal International Fund I R-1 Class	PPISX	A-	International Large Cap - Growth	15	1.83%
Principal International Emerging Markets Fund R-1 Class	PIXEX	B	Emerging Markets	18	2.11%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Principal Short-Term Income Fund R-1 Class	PSIMX	C-	U.S. Treasury - Short / Intermediate	1	1.3%
Principal Preferred Securities Fund R-1 Class	PUSAX	B++	Bond - U.S. High Yield	2	1.58%
Other
Principal LargeCap Value Fund R-1 Class	PLSVX		Other	0	1.3%
Principal LargeCap Growth Fund II R-1 Class	PDASX		Other	0	1.74%
Principal Core Plus Bond Fund I Fund R-1 Class	PCBRX		Other	0	1.43%

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